Openroar

$OPEN Space Force
Previous member of the $OPEN Aarmy

[Openroar @Openroar]

@mikealfred Yes, thank you all very much. I will remember the sacrifices they all made.

[Openroar @Openroar]

I ran the numbers on AI compute demand.
The numbers told me to buy more data centers.
Very sophisticated model. Lots of buttons.
$IREN $CIFR $SLNH etc..

[Openroar @Openroar]

@mikealfred Same here.

[Openroar @Openroar]

💯

[Openroar @Openroar]

@MrBeast 362,875

[Openroar @Openroar]

Public service announcement: Most people aren't built for individual stock investing. Please proceed to your nearest bank, wait patiently behind a couple of 80-year-olds, and ask about their best CD rates.

[Openroar @Openroar]

2 things are certain. Demand for homes and compute will continue. $OPEN $IREN $CIFR $SLNH etc...

[Openroar @Openroar]

@zerohedge Zzzzzzz AI is the future...data centers fuel the beast. Always somebody trying to drive fear.

[Openroar @Openroar]

💯

[Mike Alfred @mikealfred]

Connected with the CEO of one of the leading AI data center companies and he said he finds this price action "comical" as literally nothing has changed in the business from a fundamental standpoint. We've gone through this many times over the last 3.5 years and always recovered.

[Openroar @Openroar]

@mikealfred 😂😂😂 Mike the world is ending

[Openroar @Openroar]

manipulated markets.

[Mike Alfred @mikealfred]

That might have been it. Every year for the last 4 they do this little hard hold-down at the end of June just before they rip it in to mid July. Not sure why but it seems to work as a lot of weak holders get flushed just before they send it hard the other way. Physics. Nice.

[FreeFromMatrix @ViralMuzik1989]

$IREN Who do you listen to, Wall Street or Tech CEOs?

Morgan Stanley’s Andrew Slimmon made it clear:

“You have all the smartest guys in technology land. They’re saying the demand for compute is way ahead of supply and we’re going to invest to take advantage of that.

So, who do you bet on?”

Tech leaders are doubling down on AI capex because demand is exploding.

FYI Morgan Stanley has approx $180M exposure on $IREN

[Openroar @Openroar]

🔥

[Eric Jackson @ericjackson]

SRx Health Solutions Closes EMJX Acquisition and Launches AI-Driven Platform Strategy Under New Name and Brand, SRX Global, Focused on Investments in High-Conviction Operating Companies and Assets https://t.co/nB2rUFqorY

[Openroar @Openroar]

@mikealfred Me.

[Wayne Liang @wliang]

Neocloud rally incoming...

It'll be even more aggressive this time.

> Just had a reasonable (and healthy) pullback the last couple of weeks

> Received many more catalysts, including $NBIS and $CRWV being included in the Nasdaq-100

We have until June 22nd before Nasdaq rebalance takes effect. Gives us exactly one week to plant our seeds before the real run begins.

Our thesis has gotten much stronger with these validations. Companies like $BTDR, $CIFR, $CLSK, $HUT, $IREN, $KEEL, $MARA, $WULF, $SLNH, and many more will benefit.

And there seems to be a few names that have pretty high asymmetry relative to its competitors...

Will share my research soon.

[Openroar @Openroar]

@mikealfred I keep emptying my money tho 😅

[Openroar @Openroar]

@HappyYanny8888 😔

[Openroar @Openroar]

$SLNH is a data center stock with a market cap under $300 million. I don't see this lasting much longer...

[Openroar @Openroar]

It's true.

[Mike Alfred @mikealfred]

Today is basically a throwaway day. Fridays have been dominated by Jane Street, Citadel, Millennium, Virtu, etc. It's all gamesmanship and trading back and forth to move prices in the most manipulative path on options expirations. Today is also end of month. Going golfing now.

[Openroar @Openroar]

@CSmallCaps @jordanhaim29 💯